Project Overview

Overview

Project Overview is the team's persistent hub to showcase a birds-eye view of the what, why and how of a project and drive easy understanding of its ongoing context.

Adding a project description

A project description allows you to welcome your team and set the tone for how you’ll work together in Asana. You can add meeting details, communication channels and other important information.

To add your description, click into the description field and start typing.

Accessing or editing your project details

To access or edit your project details, you can click on the drop-down arrow next to your project header. Next,select Edit project details.

Assigning project roles

Under the Project roles section of your Project Overview you can easily view the Project Owner for your project, as well as assign roles such as Approver, Contributor or another role of your choosing.

Editing a current role

To edit a project member’s current role, click the drop-down arrow next to the member’s name.

Adding a role

To add a role, click the drop-down arrow next to the member’s name, then click Add role.

Next, type the name of the role into the text field and click done.

Key resources

Attach files from your Computer, Dropbox, Google Drive or OneDrive/Sharepoint easily from your Project Overview.

To attach a file, click on the paper clip icon.

Creating a Project Brief

Adding a Project Brief allows you to explain the what and why of the project to your team.

To add a Project Brief, click on the Create project brief icon under the Key resources section of your Project Overview.

Next add more context by filling in more details. You can also use the Suggested content in the right hand sidebar.

+ icon

Use the + icon in your Project Brief to quickly @mention team members, tasks, projects or Portfolios, insert links, emoji, section breaks, images or media.

Toolbar

The Project Brief toolbar allows you to format text and @mention team members, tasks, projects or Portfolios, insert links, emoji, section breaks, images or media.

Editing an existing Project Brief

To edit an existing Project Brief, click the pencil icon.

Adding images to your Project Brief

You can easily add images to your Project Brief via your toolbar. Just click on the toolbar and select Image.

You can also insert images or media by clicking the + icon.

Adding media to your Project Brief

To add media from Figma, Loom, Miro, Vimeo, Whimsical, Wistia or YouTube to your Project Brief, click on the Media icon in your toolbar.

From the next window, paste your URL link.

You can also paste the link from one of these services directly into your Project Brief. It will then display the embed automatically.

Project Milestones

Milestones are available for all Premium, Business and Enterprise customers.

Project Milestones are accessible and visible on your Project Overview. Click into any Milestone to view or edit its details.

Click the + icon to add a new Milestone.

Project progress and status updates

You can view the progress or update the status of any project you’re working on from your Project Overview tab.

Please see our guide article here for further details on how to utilize status updates.